PM Capital Podcast - Stock story - Siemens
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PM Capital Podcast - Stock story - Siemens
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概要
Co-Portfolio Manager - Equities, John Whelan and Business Development Manager John Palmer discuss a key portfolio holding in our latest podcast.
In this episode, we discuss Siemens, a global conglomerate. We first initiated a position in 2019 and had the opportunity to increase our position during the pandemic in 2020. Some of questions discussed include:
•Siemens can be thought of as four main business units, what are these and what benefits does each business unit provide?
•Seeing as Siemens is considered a world class business, where was the opportunity for PM Capital to buy, and increase, its position?
•Do you believe that Siemens will spin out any of the four business units in order to simplify?
•Are there other opportunities currently presenting themselves in this sector?
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